As our readers already know, our family has switched our focus towards diligently building our Dividend Stocks Portfolio and to some extent P2P Lending Accounts in an effort to build additional income streams for retirement so we don't have to solely rely on the typical retirement vehicles.
We will still continue to track are retirement accounts (pension, 457K, Roth IRAs) as they are still part of our retirement plan. Plus, although they are mainly invested in mutual funds, we still need to keep an eye on them and re-balance them periodically.
EXISTING RETIREMENT ACCOUNTS
(SEPTEMBER 2016 - 3RD QUARTER UPDATE):
Since we see such little change in these accounts, we decided last summer to stop providing monthly reports of our retirement accounts. We've only posted 3 updates since. So earlier this year, we've decided to do quarterly updates.
Below is a quick update to show the current values of our retirement accounts at the end of the 3rd Quarter of 2016 as well as the monthly growth (although we do not post the results). Please visit the RETIREMENT ACCOUNTS page on our blog to see our retirement savings journey!
PENSION
Cash Value of Pension
September value: $252,853
August value: $250,736
July value: $248,667
June value: $246,599
May value: $244,570
April value: $242,512
March value: $239,650
February value: $237,730
January value: $236,189
September value: $252,853
August value: $250,736
July value: $248,667
June value: $246,599
May value: $244,570
April value: $242,512
March value: $239,650
February value: $237,730
January value: $236,189
457K
Total value of 457K
September value: $128,058
August value: $127,246
July value: $124,678
June value: $122,111
May value: $121,170
April value: $119,986
March value: $112,765
September value: $128,058
August value: $127,246
July value: $124,678
June value: $122,111
May value: $121,170
April value: $119,986
March value: $112,765
February value: $112,991
January value: $118,761
Roth IRAs
Total value of Roth IRA accounts
September value: $61,336
August value: $60,767
July value: $59,617
June value: $58,467
May value: $57,922
April value: $56,696
March value: $53,940
February value: $53,517
January value: $55,747
September value: $61,336
August value: $60,767
July value: $59,617
June value: $58,467
May value: $57,922
April value: $56,696
March value: $53,940
February value: $53,517
January value: $55,747
This past quarter was a nice quarter as our retirements accounts saw pretty nice gains. Overall, our three retirement accounts saw an increase of 3.5%. This was a $15,070 gain from our June total of $427,177.
Currently, the total amount of our retirement accounts is valued at:
$442,247
$442,247
AFFJ,
ReplyDeleteWHOA! This is sick. Nice job and getting so so so close to the $500K Mark! That will be an awesome day! Congrats!
-Lanny
Thanks Lanny. We are just glad the market has performed well since the Great Recession. Hope to see you there at $500K!
DeleteRegards, AFFJ